One Ascent Wealth Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $51.7M, Unified Ser Tr Oneascent Large with a value of $31.8M, Unified Ser Tr Oneascent Intl with a value of $27M, Vanguard Intermediate Term Tre with a value of $15M, and Unified Ser Tr Oneascent Emerg with a value of $12.4M.
Examining the 13F form we can see an decrease of $20.9M in the current position value, from $263M to 243M.
One Ascent Wealth Management LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$243 Million
ETFs: $109 Million
Financial Services: $17 Million
Technology: $8.31 Million
Utilities: $4.44 Million
Consumer Defensive: $4.23 Million
Consumer Cyclical: $4.2 Million
Industrials: $3.53 Million
Healthcare: $3.39 Million
Other: $7.89 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
